What is your dream for the company?
I would love to see Keystone Financial become an automatic “go-to” name in all of Northern Colorado when it comes to every household’s financial needs. When individuals think of safety, loyalty, number-one financial guidance, and excellent client service that “goes above and beyond”, the name that comes to mind will be Keystone Financial.
What are three words people use to describe you?
Honorable, Steadfast, and Authentic
When you’re not working, what do you care about most?
Family is my number one priority. Spending time together with family and friends, watching my granddaughters grow up and making memories is what I love most. I also love photography, the outdoors, camping, and traveling. Living in the beautiful Pacific Northwest, I have everything I love just outside my front door!
What’s your financial journey?
Marcy Sadler is the Client Services Specialist at Keystone Financial Services. Marcy has been an administrative professional for over 20 years starting her financial journey straight out of high school working in the commercial banking industry. Working her way up from a teller position to loan counselor and personal banker, Marcy decided to make the leap from commercial banking into the investment industry as a registered client associate. She has worked with high net worth financial advisor teams, being employed with such large firms as Merrill Lynch, Morgan Stanley, and Raymond James. Marcy has worked as the primary administrative contact for company sponsored retirement plan trustees and participants, as well as client service and marketing specialist for her supporting groups. Making sure operations and client service runs like a well-oiled machine is her top priority. Marcy resides in Georgia with her husband, Charles, and her son, daughter, and grandchildren. Marcy has an associate degree from St. Petersburg College in Florida and is currently working toward her bachelor’s degree in management and organizational leadership for a planned completion date of 2021.